Clarity Asset Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.2K | Buy |
829
+14
| +2% | +$510 | 0.02% | 127 |
|
2025
Q1 | $28.2K | Sell |
815
-411
| -34% | -$14.2K | 0.02% | 125 |
|
2024
Q4 | $46K | Buy |
1,226
+12
| +1% | +$451 | 0.03% | 86 |
|
2024
Q3 | $45K | Sell |
1,214
-77
| -6% | -$2.86K | 0.03% | 91 |
|
2024
Q2 | $41.9K | Buy |
1,291
+220
| +21% | +$7.14K | 0.03% | 88 |
|
2024
Q1 | $38.3K | Buy |
1,071
+40
| +4% | +$1.43K | 0.03% | 113 |
|
2023
Q4 | $38.7K | Buy |
+1,031
| New | +$38.7K | 0.03% | 110 |
|